Form 4: LQDT CEO Angrick Reports New Equity Grants

Sentiment:

Insider Ownership Report


Liquidity Services CEO William P. Angrick III reported new grants of stock options and restricted stock units, alongside existing significant indirect common stock holdings.

Summary

  • William P. Angrick III, Chairman of the Board and CEO, Director, and 10% Owner of Liquidity Services, Inc., reported changes in his beneficial ownership.
  • On October 29, 2025, Mr. Angrick was granted 143,100 stock options with an exercise price of $25.87 per share, expiring on October 29, 2035.
  • Also on October 29, 2025, he received grants of 161,100 restricted stock units (RSUs), which will vest between January 1, 2027, and January 1, 2030.
  • A significant portion of these new grants, as well as many existing derivative securities, are performance-based, contingent on Liquidity Services, Inc.'s achievement of certain financial milestones.
  • Mr. Angrick indirectly beneficially owns 5,937,770 shares of Common Stock through the William P. Angrick III Revocable Trust and the William P. Angrick III 2005 Irrevocable Trust.
  • He disclaims beneficial ownership of an additional 690,212 shares held in trusts for his spouse.

Sentiment

Score: 5

Explanation: The filing is a routine compliance report detailing executive equity grants and beneficial ownership, which is generally neutral in sentiment. The performance-based nature of some awards could be seen as a positive for alignment, but it's not a performance report.

Positives

  • New equity grants align management's interests with shareholder value through performance-based vesting conditions.

Risks

  • The vesting and exercisability of a substantial portion of the stock options and restricted stock units are contingent on the Issuer's achievement of specific financial milestones, posing a risk if these targets are not met.

Future Outlook

The grants of performance-based stock options and restricted stock units indicate a forward-looking compensation strategy tied to the Issuer's achievement of specific financial milestones, suggesting management's focus on future performance targets.

Industry Context

This Form 4 filing provides transparency into the executive compensation structure and beneficial ownership of a key insider, which is standard practice in the public markets and does not directly reflect broader industry trends or competitive positioning.

Related Party Transactions

  • William P. Angrick III holds 5,064,391 shares indirectly through the William P. Angrick III Revocable Trust and 873,379 shares through the William P. Angrick III 2005 Irrevocable Trust.
  • Shares held in trusts for his spouse (Stephanie S. Angrick 2005 Irrevocable Trust and Stephanie S. Angrick Revocable Trust) are disclosed, though beneficial ownership is disclaimed by Mr. Angrick.

Stakeholder Impact

  • Shareholders gain transparency into the compensation structure and beneficial ownership of the Chairman and CEO, which can influence perceptions of management alignment and long-term commitment.
  • Employees (specifically the CEO) are impacted by the performance-based nature of the equity awards, linking their compensation directly to company financial achievements.

Next Steps

  • Future vesting of restricted stock units and exercisability of stock options on their respective scheduled dates, contingent on performance milestones where applicable.

Key Dates

DateDescription
10/01/2019Stock Option Grant (11) became fully exercisable.
10/01/2020Stock Option Grant (6) became fully exercisable.
10/01/2021Stock Option Grant (7) became fully exercisable.
10/01/2022Stock Option Grant (8) became fully exercisable.
01/01/2023Partial vesting for Restricted Stock Unit Grant (17) and Stock Option Grant (4) began.
01/01/2024Partial vesting for Restricted Stock Unit Grant (18) and Stock Option Grant (13) began; Stock Option Grant (10) became fully exercisable.
01/01/2025Partial vesting for Restricted Stock Unit Grant (19) and Stock Option Grant (14) began; Stock Option Grant (12) became fully exercisable.
10/29/2025Date of new stock option and restricted stock unit grants to William P. Angrick III.
10/31/2025Date the Form 4 was signed.
12/22/2025Expiration date for Stock Option Grant (11).
01/01/2026Vesting date for various Restricted Stock Unit Grants (15, 17, 5) and Stock Option Grant (9).
01/01/2027Vesting date for various Restricted Stock Unit Grants (15, 18, 21) and Stock Option Grant (20).
03/03/2027Expiration date for Stock Option Grants (6, 3).
12/11/2027Expiration date for Stock Option Grant (7).
01/01/2028Vesting date for various Restricted Stock Unit Grants (15, 19, 21).
12/04/2028Expiration date for Stock Option Grants (3, 8).
01/01/2029Vesting date for various Restricted Stock Unit Grants (15, 5, 21).
12/03/2029Expiration date for Stock Option Grants (3, 10).
01/01/2030Vesting date for various Restricted Stock Unit Grants (21, 5).
12/01/2030Expiration date for Stock Option Grants (12, 3).
12/07/2031Expiration date for Stock Option Grants (3, 4).
12/23/2032Expiration date for Stock Option Grants (3, 13).
12/22/2033Expiration date for Stock Option Grants (3, 14).
10/30/2034Expiration date for Stock Option Grants (9, 3).
10/29/2035Expiration date for newly granted Stock Option Grants (20, 3).

Keywords

Liquidity Services, LQDT, William P. Angrick III, SEC Form 4, Insider Ownership, Executive Compensation, Stock Options, Restricted Stock Units, Beneficial Ownership

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